CX INSTITUTIONAL

CX Institutional is based out of Auburn. CX Institutional is a large advisory firm with 1501 clients and discretionary assets under management (AUM) of $867,822,301 (Form ADV from 2020-03-09). Their last reported 13F filing for Q1 2020 included $613,025,000 in managed 13F securities
and a top 10 holdings concentration of 34.2%. CX Institutional's largest holding is SPDR Portfolio Large Cap ETF-SPDR Portfolio Large Cap ETF with shares held of 1,308,451. Whalewisdom has at least 9 13F filings

Security Types:

CSV Export Module

This will schedule a job to export all requested 13f holdings data for this filer.
When completed, an email will be sent to the email address you specify
containing a link to download the .zip file of the CSV file(s) you requested.

Output Type

Output all 13f holdings into a single CSV file
Output all 13f holdings into separate CSV files per quarter